Carson Wealth (CWM LLC)
MIY icon

Carson Wealth (CWM LLC)’s BlackRock MuniYield Michigan Quality Fund MIY Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio MIY Stock Details MIY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$13.3K Hold
1,117
– – ﹤0.01% 4662
2025
Q4 		$13K Hold
1,117
– – ﹤0.01% 4424
2025
Q3 		$13K Hold
1,117
– – ﹤0.01% 4358
2025
Q2 		$12K Hold
1,117
– – ﹤0.01% 4211
2025
Q1 		$13K Sell
1,117
-695
-38% -$7.99K ﹤0.01% 3963
2024
Q4 		$20K Sell
1,812
-7,000
-79% -$82K ﹤0.01% 3436
2024
Q3 		$106K Sell
8,812
-6,100
-41% -$71.4K ﹤0.01% 2166
2024
Q2 		$171K Hold
14,912
– – ﹤0.01% 1666
2024
Q1 		$172K Buy
14,912
+6,100
+69% +$69.6K ﹤0.01% 1586
2023
Q4 		$100K Sell
8,812
-2,780
-24% -$29.1K ﹤0.01% 1778
2023
Q3 		$115K Sell
11,592
-1,688
-13% -$18.2K ﹤0.01% 1555
2023
Q2 		$147K Buy
13,280
+3,350
+34% +$37K ﹤0.01% 1380
2023
Q1 		$111K Sell
9,930
-5,070
-34% -$57.9K ﹤0.01% 1441
2022
Q4 		$166K Buy
+15,000
New +$171K ﹤0.01% 1172
2019
Q1 		– Sell
-936
Closed -$12K – 3151
2018
Q4 		$12K Hold
936
– – ﹤0.01% 1274
2018
Q3 		$12K Sell
936
-1,936
-67% -$24.8K ﹤0.01% 1110
2018
Q2 		$38K Buy
2,872
+1,872
+187% +$24.6K ﹤0.01% 694
2018
Q1 		$13K Buy
+1,000
New +$13.5K ﹤0.01% 799

Other funds holding MIY

MSL
Mackay Shields LLC New York $2.73B AUM 2.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MPW
Melone Private Wealth Auburn Hills, Michigan $263M AUM 13.16% 1-Year Est. Return
FA
FSA Advisors Troy, Michigan $152M AUM 16.73% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Carson Wealth (CWM LLC)'s MIY Position: Q1 2026 in Review

Carson Wealth (CWM LLC) held its BlackRock MuniYield Michigan Quality Fund (MIY) position steady in Q1 2026 at 1,117 shares worth $13.3K. The position accounts for ﹤0.01% of the portfolio, ranked #4662.

Carson Wealth (CWM LLC) first reported a position in MIY in Q1 2018 and has held it in 18 quarters since. The position peaked at $172K in Q1 2024. 51 funds tracked by Wall St. Rank hold MIY as of Q1 2026.

  • Carson Wealth (CWM LLC) held 1,117 shares of BlackRock MuniYield Michigan Quality Fund worth $13.3K as of Q1 2026.
  • Carson Wealth (CWM LLC) left its BlackRock MuniYield Michigan Quality Fund share count unchanged in Q1 2026.
  • BlackRock MuniYield Michigan Quality Fund made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4662 holding.
  • Carson Wealth (CWM LLC) first reported a position in BlackRock MuniYield Michigan Quality Fund in Q1 2018 and has held it in 18 quarters since.
  • Carson Wealth (CWM LLC)'s BlackRock MuniYield Michigan Quality Fund position peaked at $172K in Q1 2024.
  • 51 funds tracked by Wall St. Rank held BlackRock MuniYield Michigan Quality Fund as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.